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Kevin Michael Widmaier

BBR Partners, LLC

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About Kevin Michael Widmaier

Kevin Widmaier is an investment advisor representative with BBR Partners, LLC. Kevin has been in the industry since 2013 and is licensed to provide financial advice in New York. He has passed the Series 3, 7, 66, and SIE exams. Kevin has experience working with a variety of clients, including high net worth individuals, corporations, and pooled investment vehicles. BBR Partners is an independent investment advisor that provides a range of services, including financial planning, portfolio management, and selection of other advisors. The firm specializes in working with high-net-worth individuals, families, foundations, endowments, and corporations.

Firm Information

Kevin Widmaier is currently registered with BBR Partners, LLC. BBR Partners, LLC is an investment advisor with offices in NEW YORK, NY, United States. They have over 60 investment advisor representatives and manage over $28 billion in assets for individuals, families, corporations, and pooled investment vehicles. Their services include financial planning, portfolio management, and selection of other advisors.
BBR Partners, LLC

55 EAST 52ND STREET

NEW YORK, NY 10055

$28.08B

Assets Under Management

Not reported

Total Clients

53

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Kevin Widmaier’s Registration & Firm History

NY

03/29/2021 - Present

BBR Partners, LLC (NEW YORK NY)

NJ

10/02/2013 - 06/10/2016

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

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Licenses & Designations

BOTH

Issued 10/31/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/10/2016

SIE - Securities Industry Essentials Examination

BC

Issued 03/24/2014

Series 3 - National Commodity Futures Examination

BC

Issued 10/02/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kevin Michael Widmaier.
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